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Forem Investments LLC

Forem Investments LLC. CRD 169636

Forem Investments LLC logo

CRD: 169636

Forem Investments LLC

Coral Gables, FL, 33146
3054624267
foreminvestments.com
$61.0M Total AUM
$43.0M Disc. AUM
-- 3Y CAGR
2 Employees
48 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers · JP Morgan · Merrill Lynch
Clients
Retail
Platforms
Vertex capital
Established Date
02-26-2014
Office Locations
2

Office Locations

4000 Ponce DE Leon Blvd Suite 470 Coral Gables FL
-- Caracas --

About Forem Investments LLC

Forem Investments LLC is a Florida-based registered investment adviser serving retail investors with portfolio construction, asset allocation, and risk management, including insurance planning. Portfolios emphasize fixed income (investment-grade and high-yield corporates, U.S. government/agency bonds) alongside ETF and mutual-fund exposure, with emerging-markets capability. Custody includes Interactive Brokers and J.P. Morgan.

Team overview

52 AVG AGE
$30.5M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
8.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age

Insights

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Asset Classes

Matrix Insight

Custodian

Optima Beacon

Investment Themes

Frontier Radial Insight

Investment Vehicles

Oak foundation

Platform

Insight insight

Services

Momentum Momentum

Technology

Vertex eagle

Owner & Executives

FREDDY JOSE MARTINEZ

FREDDY JOSE MARTINEZ

Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner

CRD
#1726400
Ownership
75% or more
(482) 540-7880
meridian.pioneer@quantumcapital.com
in linkedin.com/in/horizon-vertex

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Contacts

M

Michele Alessandro Di Carlo

Analyst

CRD
#7590903
(475) 258-6674
timber.pioneer@horizoncapital.com
in linkedin.com/in/zenith-quantum

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-20-2014
Category Assets AVG. Account size
Discretionary $43,027,806 $1,463,630
Non-Discretionary $17,950,922 $57,700
Total $60,978,728 $1,112,148

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Separately Managed Accounts

Total SMA Asset: $60,978,728

$61.0M Total SMA
Corporate - Investment Grade:
9.9%
U.S. Government/Agency:
27.8%
Equity - Exchange:
9.9%
Corporate - Non-Investment Grade:
15.5%
Cash:
36.9%
Asset class Assets Assets %
Corporate - Investment Grade $92,834,172 9.9%
U.S. Government/Agency $260,685,857 27.8%
Equity - Exchange $92,834,172 9.9%
Corporate - Non-Investment Grade $145,346,431 15.5%
Cash $346,018,279 36.9%
Total $937,718,911 100.0%

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